Klingman & Associates, LLC Ishares Russell2000 Val ETF Transaction History

Klingman & Associates, LLC

  • $1.48 Billion
  • Q2 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 12,942 shares of IWN stock, worth $2.1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,942
Previous 12,671 2.14%
Holding current value
$2.1 Million
Previous $2.01 Million 2.04%
% of portfolio
0.13%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$146.03 - $158.93 $39,574 - $43,070
271 Added 2.14%
12,942 $1.97 Million
Q3 2023

Oct 30, 2023
BUY
$133.8 - $151.24 $16,591 - $18,753
124 Added 0.99%
12,671 $1.72 Million
Q1 2023

May 03, 2023
BUY
$130.78 - $156.96 $4,054 - $4,865
31 Added 0.25%
12,547 $1.72 Million
Q1 2021

Apr 29, 2021
BUY
$130.0 - $169.53 $14,300 - $18,648
110 Added 0.89%
12,516 $2 Million
Q2 2020

Aug 04, 2020
BUY
$74.44 - $109.12 $923,502 - $1.35 Million
12,406 New
12,406 $1.21 Million

Others Institutions Holding IWN

# of Institutions
998
Shares Held
59.4M
Call Options Held
280K
Put Options Held
140K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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